Sebastian Iturriaga is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Papa Johns, Brown and Brown Insurance, and Pisco Y Nazca. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory and execution services, employing varied investment approaches across multiple programs. The firm manages approximately $36.7 billion in assets and offers both discretionary and non-discretionary portfolio management.

Joseph Valdes Jr. is a financial advisor with Lincoln Investment in Doral, FL, holding 28 years of industry experience. His prior work includes 24 years at Valic Financial Advisors and roles at Agia and Capital Analysts. He manages JV Wealth Partners LLC, a business used for tax and accounting purposes. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm provides financial planning and retirement plan advice, offering a range of advisor-managed and model portfolios utilizing strategic and tactical investment approaches.

Sergio Teijelo is a financial advisor with Citigroup Global Markets, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. He has been with Citigroup since 2010. He is also the registered agent of Villarbujan Holdings LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options and maintains unique institutional roles such as swap dealer and futures commission merchant.

Filipa Castelo Branco is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has been with Citi International Financial Services LLC since 2018. Prior to that, she worked at Premier Capital Advisors LLC and Insigneo Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and security pricing.

Gustavo Ibanez is a Series 66-licensed financial advisor with Valic Financial Advisors, bringing five years of industry experience. His career includes roles at Bank of America, Merrill, and Northwestern Mutual. Outside of advisory services, he manages a security camera consulting business. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm employs technology-driven solutions and centralized model portfolios to serve a broad client base.

Manuel De Llovio Blandino is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research and derivatives services.

Gabriel Estrada Alvarez is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including 13 years at Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm focuses on multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.

Akira Kuwada is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Citigroup and Citibank since 2017. Outside of finance, Kuwada provides sport consulting services and works as a tennis and padel instructor through his own business. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies across discretionary and non-discretionary programs and maintains unique market roles such as swap dealing and futures commission merchant activities.

Mariacelia Blandon is a financial advisor at Oppenheimer with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is the sole owner of two investment properties in Miami. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation along with a range of investment strategies, serving as a qualified custodian and providing both discretionary and non-discretionary management programs.

Spencer Berens is a financial advisor at Oppenheimer with six years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Joseph Gunnar & Co LLC. He is based in Miami, FL. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and private-fund management.

Gabriela Quintero is a financial advisor with Eagle Strategies (New York Life) who holds Series 63 and Series 66 licenses and has 21 years of industry experience. She has worked at Eagle Strategies since 2011 and is also associated with Mahoney Financial Organization, LLC. Outside of her advisory role, she is involved in a family-owned business. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Abraham Horowitz is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2020. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning a combined nine years. Outside of his advisory role, he volunteers teaching a course on financial responsibility to high school juniors at The Cushman School in Miami. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Delfin Blanco is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has one year of industry experience, all with Truist entities since 2025, and previously worked at Truist from 2016 to 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools in its research and oversight processes.

Eduardo Mendoza is a financial advisor with Principal Financial Services in Miami, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Principal Securities Incorporated, Principal Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, LLC, MML Investors Services LLC, and MassMutual. Outside of his advisory work, Mendoza coaches football at Christopher Columbus High School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Antonio Culbreath is a financial advisor at Principal Financial Services with Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at LPL Financial, Securities America, and American Express. He is also involved in offering fixed annuities and various insurance products through multiple carriers. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Sonia Garcia Romero is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Citigroup since 2016, following a 13-year tenure at J.P. Morgan Securities Inc. Outside of her advisory role, she is a passive investor in a child education center in Madrid and serves as treasurer for a condominium association in Miami. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale and specialized market roles, including derivatives and futures services.

Damian Pardo is a financial advisor at Oppenheimer with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank and First Horizon Advisors. Outside of his advisory role, he serves on the boards of the Vizcaya Museum & Gardens and the Frost Science Museum, and is actively involved in several community organizations and municipal commissions in Miami. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services with an investment approach that includes strategic asset allocation, manager selection, and both discretionary and non-discretionary management programs.

Carmen Herrera Coria is a financial advisor with Citigroup Global Markets, holding Series 63 and 66 designations and possessing 24 years of industry experience. She has been with Citigroup Global Markets since 2007. Outside of her advisory role, she is involved in network marketing with 4Life Research USA, LLC, and holds ownership in an airline based in Ecuador. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains institutional-scale operations with unique market roles including swap dealer and futures commission merchant activities.

Roberta Defreitas is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Olivia Azara is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and three years of industry experience. Her prior roles include positions at Sanctuary Securities, Inc., Pershing Advisor Solutions, and BNY Mellon. Sanctuary Advisors, LLC serves a wide range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services through a network of over 400 independent investment adviser representatives. The firm supports diverse investment approaches and account management strategies, acting as a fiduciary under written advisory agreements.